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The Significance of the Bonsai

We are often asked why we use a Bonsai Tree in our brand and logo. To us, a Bonsai is more than just a potted plant. It is a living sculpture, a work of art as personal and unique as its owner. It is the result of years of cultivating and shaping; making conscious decisions about how it should grow. With proper care and attention it can live for generations.

Like a Bonsai, your financial future depends on building and protecting your capital, on cultivating and shaping your wealth based on your unique vision and goals. We help you turn your vision into reality so you can have a secure financial future.

Helping Clients Shape Their Financial Futures

Our mission is to understand your unique financial situation, to help develop a custom plan to help you reach your goals, dreams and objectives. Our many years of experience and extensive industry knowledge, knowledgeable staff, and a passion for achieving goals combine to support our clients on their journey toward financial success.

WealthSight

Experience Matters

The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning. A CFP® professional, is required to uphold their certification through continuing education. The CFP® certification is highly respected in the industry for personal financial planning.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2016 FMG Suite.

Securities are offered through Colorado Financial Service Corporation, member FINRA and SIPC. Advisory services are offered through Eggert Financial Management, Inc. Colorado Financial Service Corporation and Eggert Financial Management, Inc. are separate entities.

Please note that nothing contained or referenced in this website is a solicitation for the offer or sale of any particular securities, product or service, and no investment or other decision(s) should be based on this website. The solicitation and/or recommendation of any investments, investment products or services are subject to compliance with all applicable securities and other laws, rules and regulations, including but not limited to those relating to any and/or all required registrations and qualifications and/or exemptions thereto.

This website contains links, articles, videos, advertising and information written or provided by third parties, not affiliated with Colorado Financial Service or Eggert Financial Management, Inc.

Even though the information has been obtained from sources believed to be accurate, neither Colorado Financial Service Corporation nor Eggert Financial Management, Inc. is responsible for the content or information.

Neither Colorado Financial Service Corporation nor Eggert Financial Management, Inc. is engaged in providing or rendering legal, accounting or other professional services.